How big is Palmerston Group Advisors 401(k)'s plan?

Palmerston Group Advisors 401(k)'s plan reported $337K in assets and 1 participants for 2024.

Original filing (PDF)20250724070010NAL0012477666002

Palmerston Group Advisors 401(k)

Name: Palmerston Group Advisors 401(k) — Form 5500 (2024)
Creator: Palmerston Group Advisors 401(k)
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Palmerston Group Advisors 401(k) held $337K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

People on this filing

Peter Gellman signed Palmerston Group Advisors 401(k)'s 2024 Form 5500 as plan administrator.

Peter Gellman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Palmerston Group Advisors 401(k)'s EIN is 39-3368241.

EIN 39-3368241

Plan number 001

Plan year 2024

ACK ID 20250724070010NAL0012477666002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Palmerston Group Advisors 401(k) from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Palmerston Group Advisors 401(k)'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALMERSTON GROUP ADVISORS 401K.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score